OL @levi_ofir
neurobiologist Joined April 2012-
Tweets783
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$ANVS "in the process of meticulously cleaning the data"
$GRTS fails to convince - how much longer can it limp on? My take, via @ApexOnco oncologypipeline.com/apexonco/grits…
$GRTS don't forget the 20m pre-funded warrants and $40m in debt with your EV calcs also note, $22m of existing cash is restricted... 😬
$AVXL Rett study failed. anavex.com/post/anavex-li…
$BIVI $20m cash at the end of Q3, burning 10-15m/q
$BIVI $20m cash at the end of Q3, burning 10-15m/q https://t.co/7yw9eAlO6n
Hold on! Is $bivi telling us they KNEW there were improbable data anomalies BEFORE the unblinding and the CEO went on an ‘OMG I’m so excited about the data roadshow’ anyway… sounds like a class-action lawsuit is coming, if not a criminal investigation 😬
At $AVXL, everything is “potentially pivotal.” I especially like the plans for a “potentially pivotal” study in an undisclosed rare disease. Rett study results still MIA!
Wait till people model the peak sales for an incident DMD population (~300 boys every year) IF this stays on the market with its current label (4-5 year olds), a big if, and then discount the PoS for the fact that most of the FDA didn't want this approved in the first place $SRPT
@NoseRubInvest Feels like FDA wants to see another $bcli trial
$JSPR Jasper Therapeutics Announces Positive Follow-up Clinical Data from Investigator-Sponsored Study of Briquilimab Conditioning in Sickle Cell Disease Patients
Jasper Therapeutics Announces Positive Follow-up Clinical Data from Investigator-Sponsored Study of Briquilimab Conditioning in Sickle Cell Disease Patients $JSPR healthstockshub.com/news/nasdaq/js…
$MGTA just liquidate and return $2 to shareholders?
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$ITCI Lumateperone 42 mg met the primary endpoint of change from baseline at Week 6 on the Montgomery-Åsberg Depression Rating Scale (MADRS) total score versus placebo (4.9 point reduction v. placebo; p<0.0001; Cohen’s d effect size (ES)= 0.61)
$GRTS fails to convince - how much longer can it limp on? My take, via @ApexOnco oncologypipeline.com/apexonco/grits…
$GRTS offering. 🤮 🤮 8.33M shares + warrants at $1.50/share
$GRTS don't forget the 20m pre-funded warrants and $40m in debt with your EV calcs also note, $22m of existing cash is restricted... 😬
$AVXL “We believe that a high placebo response may have masked the therapeutic effect of this innovative orally available molecule.”
$AVXL Rett study failed. anavex.com/post/anavex-li…
$BIVI $20m cash at the end of Q3, burning 10-15m/q
$BIVI an epic Q4 battle shaping up between the Alz subgroup spin machine, and the quite formidable balance sheet... Who you got?!
Hold on! Is $bivi telling us they KNEW there were improbable data anomalies BEFORE the unblinding and the CEO went on an ‘OMG I’m so excited about the data roadshow’ anyway… sounds like a class-action lawsuit is coming, if not a criminal investigation 😬
$AVXL ended its Rett syndrome Phase 3 clinical trial six months ago, and still hasn’t disclosed the results.
Killer Qs from JPM: Are p values adjusted for multiplicity? NO COMMENT Did FDA suggest absolute TSS as an approvable endpoint? NO COMMENT Do you need to wait for PFS & OS? NO COMMENT $MOR
Mixed study results for MorphoSys $MOR blood-cancer drug raise questions about approval statnews.com/2023/11/21/mix…
Ok – here we go – will be a fairly long thread - this is a fascinating case – the pending readouts of the TUDCA_ALS P3 and $AMLX Phoenix. I have TUDCA trial readout some time in Dec – maybe as late as 2H Dec – and Phoenix in 2Q24 – late April thru 1H June??? - Obviously both…